AOA icon

iShares Core 80/20 Aggressive Allocation ETF

262 hedge funds and large institutions have $350M invested in iShares Core 80/20 Aggressive Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+14
Holders Change %
+5.65%
% of All Funds
4.15%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
39
Increased
103
Reduced
72
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
76
Allworth Financial
California
$977K +$123K +1,782 +14%
CC
77
Cypress Capital
Tennessee
$973K +$31.7K +460 +3%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$950K +$134K +1,939 +16%
CMP
79
Courage Miller Partners
Virginia
$945K +$6.21K +90 +0.7%
TFA
80
Tobias Financial Advisors
Florida
$940K +$940K +13,635 New
IF
81
Integrity Financial
Wyoming
$922K +$6.34K +92 +0.7%
MCWS
82
McKinley Carter Wealth Services
West Virginia
$920K +$2.48K +36 +0.3%
EA
83
Efficient Advisors
Ohio
$898K -$269K -3,908 -23%
MFS
84
Madrona Financial Services
Washington
$873K -$1.92M -28,183 -69%
Jane Street
85
Jane Street
New York
$849K +$540K +7,829 +174%
Northern Trust
86
Northern Trust
Illinois
$827K
IA
87
Insight Advisors
Pennsylvania
$815K +$70.8K +1,027 +10%
TPWA
88
TRUE Private Wealth Advisors
Oregon
$796K +$200K +3,051 +34%
PA
89
Paragon Advisors
Texas
$751K +$751K +10,898 New
JFA
90
JNBA Financial Advisors
Minnesota
$745K +$49.2K +714 +7%
5SA
91
5th Street Advisors
Connecticut
$733K -$26.6K -386 -4%
GM
92
GeoWealth Management
Illinois
$728K +$728K +10,564 New
Creative Planning
93
Creative Planning
Kansas
$725K -$25.4K -369 -3%
SWP
94
Summit Wealth Partners
Florida
$723K +$12.9K +187 +2%
OFG
95
Oxford Financial Group
Indiana
$716K +$58.5K +848 +9%
KWM
96
Keebeck Wealth Management
Illinois
$708K +$6.55K +95 +0.9%
CCFM
97
Clear Creek Financial Management
Washington
$664K +$24.3K +352 +4%
CCP
98
Cassia Capital Partners
North Carolina
$653K -$24.4K -354 -4%
AWM
99
Avior Wealth Management
Nebraska
$647K -$193K -2,802 -23%
TWP
100
Tempus Wealth Planning
California
$642K +$68.8K +999 +12%